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Retirement & Pension Planning

Creating the retirement lifestyle you desire isn’t hard, it simply requires forward planning to maximise your pensions and investments.

When looking at your cashflow and creating your financial plan, we focus on significant milestones in your life – the biggest of which is retirement.

Throughout your financial journey with us we’ll look at:

  • When you can afford to retire - could you retire 5 or 10 years earlier than you thought?
  • When you should actually retire
  • Your likely retirement income
  • A provision for long-term care
  • How best to organise your estate and package your assets to minimise Inheritance Tax for your loved ones

Many new clients come to us for advice around retirement and long-term care as it’s a specialty of ours. We’ll first obtain an overview of all your pension pots, analyse their performance and make recommendations which is usually to consolidate all your pensions into one as it has several benefits.

We keep coming back to it, but having all the facts now gives us the best chance of planning for your perfect retirement; after all retirement is about relaxing and having the time to enjoy life to the full.

Ready to take the next step… or want to know how we can help you?

Book a free 15-minute telephone consultation via the form below.

The telephone consultation will help us both figure out if we’re a good fit for each other.

If you want to move forward then we’ll book in a free initial face-to-face meeting; this can be at your home, place of work or you can come to our offices (we have fantastic coffee and biscuits on tap) and either Adam, Rob or Kurt will take a deep dive into your current financial situation and future goals.

How we can help you:

Want to know a little more before you get in touch?

Read about our Holistic Financial Planning
Explore our Fees
Get to know more About Us
Meet The Team

What next?

Call us on 01865 407755 for an initial chat to see how we can assist you we look forward to hearing from you.

Send us a message